Client-Focused Associate Role at Richardson Wealth
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Richardson Wealth Limited
📍 calgary, ab, Canada
Job Description
Join the team at Richardson Wealth as an Associate in Calgary, providing vital support to Investment Advisors and ensuring outstanding client service. Your contributions will directly impact business expansion.
In this role, you'll engage with both clients and Investment Advisors, facilitating strategic investment planning. Richardson Wealth values your organizational and interpersonal skills, as you will manage vital transactions, conduct detailed financial analysis, and respond proactively to client needs. The role encompasses diverse responsibilities within a high-performing culture.
Key Responsibilities:
• Prepare and evaluate investment policy statements
• Oversee execution and management of client transactions
• Conduct thorough analyses of financial models
• Anticipate client needs for top-tier service
• Adhere to compliance requirements for documentation
Requirements:
• 3+ years of experience in financial services
• Strong verbal and written Englis...
In this role, you'll engage with both clients and Investment Advisors, facilitating strategic investment planning. Richardson Wealth values your organizational and interpersonal skills, as you will manage vital transactions, conduct detailed financial analysis, and respond proactively to client needs. The role encompasses diverse responsibilities within a high-performing culture.
Key Responsibilities:
• Prepare and evaluate investment policy statements
• Oversee execution and management of client transactions
• Conduct thorough analyses of financial models
• Anticipate client needs for top-tier service
• Adhere to compliance requirements for documentation
Requirements:
• 3+ years of experience in financial services
• Strong verbal and written Englis...